See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,662 | $85,766-29.3% | $136,294-55.5% | $70,131-13.5% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 25.87% | 31.45%-5.6pp | 5155.94%-5130.1pp | 73.14%-47.3pp |
| Employer contribution / active EE | $668 | $2,966-77.5% | $4,695-85.8% | $2,342-71.5% |
| Participant deferral / active EE | $4,279 | $5,051-15.3% | $6,247-31.5% | $3,332+28.4% |
| Admin fee / account holder | $2,550 | $5,420-53.0% | $9,243-72.4% | $4,645-45.1% |